Summary
Overview
Work History
Education
Skills
Websites
Awardsrecognition
Timeline
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Sean Stevens

Santa Maria,CA

Summary

Proven SaaS professional with over five years of experience managing $5M+ ARR for enterprise accounts, specializing in client success, revenue growth, and onboarding optimization. Expertise in driving adoption, building strong client relationships, and collaborating cross-functionally to achieve measurable results. Recognized for exceptional leadership with awards such as the 2023 Captains Club.

Overview

6
6
years of professional experience

Work History

Enterprise Account Manager

NexHealth
05.2024 - Current
  • Manage a portfolio of enterprise clients, including Hero DVO, Salt Dental Collective, and Jefferson Dental, collectively contributing to $5M in ARR
  • Partner with clients' executive teams to define success goals and ensure continuous value delivery, achieving a 98% retention rate
  • Develop account expansion strategies, successfully upselling additional SaaS solutions and increasing product adoption by 30%
  • Collaborate with internal teams to deliver seamless post-sales experiences, including implementation, training, and ongoing support

Onboarding Manager Lead

NexHealth
07.2021 - 04.2024
  • Led a team of Onboarding Managers to oversee successful implementations for enterprise healthcare clients
  • Streamlined the onboarding process, reducing implementation timelines by 20% and boosting customer satisfaction scores
  • Created and rolled out standardized workflows and training resources, increasing team efficiency and scalability
  • Mentored and developed team members, resulting in three promotions within the team

Senior Enterprise Onboarding Manager

NexHealth
05.2020 - 06.2021
  • Managed complex onboarding projects for enterprise clients, ensuring seamless transitions to NexHealth’s platform
  • Conducted in-depth client consultations to configure software solutions tailored to specific business needs
  • Maintained a 95% onboarding success rate while meeting aggressive project deadlines

Customer Success Manager (CSM) - Onboarding

NexHealth
01.2020 - 04.2020
  • Supported new customers during initial adoption phases, addressing technical challenges and building long-term client trust
  • Developed training programs that improved platform engagement among end users by 40%

Technical Support Specialist

Intercom
San Francisco, USA
08.2018 - 12.2019
  • Delivered technical support for Intercom’s SaaS platform, resolving 200+ customer inquiries monthly
  • Identified recurring customer pain points, influencing product enhancements that improved satisfaction scores

Education

Bachelor of Arts - Film and Media Studies

University of California
Santa Barbara
06.2018

Associate Degree - Business Economics

Allan Hancock College
06.2016

Skills

  • Enterprise Account Management
  • SaaS Onboarding & Implementation
  • Customer Success Strategies
  • Upselling & Revenue Expansion
  • Project & Team Leadership
  • Workflow & Process Optimization
  • Client Relationship Management
  • Salesforce
  • HubSpot
  • CRM Tools

Awardsrecognition

Captains Club Award, 2023, Recognized for exceptional performance and leadership.

Timeline

Enterprise Account Manager

NexHealth
05.2024 - Current

Onboarding Manager Lead

NexHealth
07.2021 - 04.2024

Senior Enterprise Onboarding Manager

NexHealth
05.2020 - 06.2021

Customer Success Manager (CSM) - Onboarding

NexHealth
01.2020 - 04.2020

Technical Support Specialist

Intercom
08.2018 - 12.2019

Bachelor of Arts - Film and Media Studies

University of California

Associate Degree - Business Economics

Allan Hancock College
Sean Stevens